“August 6, they released 20% of the shares. So, like, the shares are still being released for this company because the employees that have been there for a long time had a certain period of time where they couldn't sell their shares. So 20% were released on August 6. And then they have these different milestones where you have, like, another 7% and another 7% and another 7%. And then, potentially, the big one is 06/12/2027 when Elon they call it the one year founder lockup anniversary. Elon's 6,400,000,000 shares could be sold if he wanted to sell them.”
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SpaceX founder lockup period expires and Elon Musk's shares become eligible for sale on the stated date
SpaceX will achieve $100 billion annual revenue run rate by December 2026
Andrew predicts NVIDIA's next-generation Vera Rubin GPU will reduce AI token generation costs by 10x.
Jared Dillian predicts his book will sell one million copies.
Stephen predicts AI will not experience a .com-style boom and bust cycle.
OpenAI or Anthropic will IPO early next year (2027)
Steven Morrison predicts ASTS will burn an additional $2-3 billion before achieving profitability.
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